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Lenox Wealth Advisors, LLC: JPIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lenox Wealth Advisors, LLC on JPIN, newest first. How the timeline and the estimate are built.

Lenox Wealth Advisors, LLC held 565,407 JPIN shares at 2022-03-31 per its 13F-HR filed 2022-04-14.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 565,407 shares
    Change vs previous 13F +10,597 shares

    3.98% of the 13F portfolio, value $31,770,000.

    13F-HR 0001104659-22-045789 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 554,810 shares
    Change vs previous 13F +8,049 shares

    3.91% of the 13F portfolio, value $32,828,000.

    13F-HR 0001104659-22-005204 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 546,761 shares
    Change vs previous 13F +7,945 shares

    4.24% of the 13F portfolio, value $32,975,000.

    13F-HR 0001104659-21-125087 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 538,816 shares
    Change vs previous 13F +31,024 shares

    4.31% of the 13F portfolio, value $33,649,000.

    13F-HR 0001104659-21-090049 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 507,792 shares
    Change vs previous 13F +1,019 shares

    4.25% of the 13F portfolio, value $30,975,000.

    13F-HR 0001104659-21-054726 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F 506,773 shares
    Change vs previous 13F +3,927 shares

    4.2% of the 13F portfolio, value $29,499,000.

    13F-HR 0001104659-21-005101 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 502,846 shares
    Change vs previous 13F +10,648 shares

    3.9% of the 13F portfolio, value $25,952,000.

    13F-HR 0001104659-20-112957 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 492,198 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $24,319,000.

    13F-HR 0001104659-20-083299 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).